See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,620 | $118,450-14.2% | $98,439+3.2% | $139,434-27.1% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 15.19% | 18.94%-3.7pp | 21.16%-6.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $8,420 | $3,609+133.3% | $3,048+176.3% | $4,751+77.2% |
| Participant deferral / active EE | $3,503 | $5,392-35.0% | $4,738-26.1% | $6,710-47.8% |
| Admin fee / account holder | $12,927 | $14,026-7.8% | $8,948+44.5% | $11,403+13.4% |